Institutional Ownership Ishares Tr (IEZ)
This table provides information about the institutional ownership of Ishares Tr (IEZ). We have compiled data on the 72 institutions that hold shares in the stock, with a total of 2.85 Million shares, which have been reported (via 13F filing form) to have a value of $58.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
20,455
shares
|
$419,327
0.02% of portfolio
|
Q3 2025
Reduced 35.51%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
18,677
shares
|
$382,878
0.37% of portfolio
|
Q3 2023
Added 12.58%
|
|
|
Waldron Private Wealth LLC
|
Oct 29, 2025 Q3 2025 |
18,660
shares
|
$382,530
0.01% of portfolio
|
Q4 2023
Reduced 11.88%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
17,707
shares
|
$362,993
0.0% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
16,524
shares
|
$338,742
0.01% of portfolio
|
Q1 2021
Reduced 96.53%
|
|
|
Amica Retiree Medical Trust
|
Nov 07, 2025 Q3 2025 |
14,293
shares
|
$293,006
0.38% of portfolio
|
Q1 2025
Reduced 19.28%
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
13,422
shares
|
$275,151
0.05% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
10,050
shares
|
$206,025
0.0% of portfolio
|
Q1 2025
Reduced 55.22%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
10,000
shares
|
$205,000
0.07% of portfolio
|
Q4 2020
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
9,114
shares
|
$186,837
0.0% of portfolio
|
Q2 2025
Added 19.37%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
8,915
shares
|
$182,757
0.08% of portfolio
|
Q1 2024
Reduced 2.41%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
8,504
shares
|
$174,332
0.0% of portfolio
|
Q3 2025
Reduced 45.33%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 07, 2025 Q3 2025 |
8,330
shares
|
$170,765
0.0% of portfolio
|
Q3 2025
Reduced 5.68%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
7,757
shares
|
$159,018
0.01% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
7,009
shares
|
$143,684
0.0% of portfolio
|
Q2 2025
Added 18.42%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
5,216
shares
|
$106,928
0.0% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
4,100
shares
|
$84,050
0.01% of portfolio
|
Q2 2025
Reduced 35.69%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
3,954
shares
|
$81,057
0.0% of portfolio
|
Q3 2025
Reduced 55.25%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,650
shares
|
$54,325
0.0% of portfolio
|
Q4 2023
Added 0.57%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,841
shares
|
$37,740
0.0% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
1,576
shares
|
$32,308
0.0% of portfolio
|
Q2 2025
Reduced 13.69%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
1,092
shares
|
$22,386
0.0% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
770
shares
|
$15,785
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
632
shares
|
$12,956
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
586
shares
|
$12,013
0.0% of portfolio
|
Q4 2021
Reduced 15.2%
|